Geneos Wealth Management Inc. Capital Group Core Plus Income Transaction History
Geneos Wealth Management Inc.
- $3.92 Billion
- Q2 2025
A detailed history of Geneos Wealth Management Inc. transactions in Capital Group Core Plus Income stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 256,672 shares of CGCP stock, worth $5.87 Million. This represents 0.15% of its overall portfolio holdings.
Number of Shares
256,672
Previous 237,229
8.2%
Holding current value
$5.87 Million
Previous $5.33 Million
8.45%
% of portfolio
0.15%
Previous 0.18%
Shares
5 transactions
Others Institutions Holding CGCP
# of Institutions
271Shares Held
185MCall Options Held
0Put Options Held
0-
Capital International Investors Los Angeles, CA26.8MShares$612 Million0.11% of portfolio
-
Lpl Financial LLC Fort Mill, SC14.7MShares$337 Million0.12% of portfolio
-
Morgan Stanley New York, NY14.4MShares$329 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA11.6MShares$266 Million0.06% of portfolio
-
Envestnet Asset Management Inc7.6MShares$174 Million0.05% of portfolio